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Import and export workflows templates

You can transfer workflow templates from one Bitrix24 account to another using a .bpt file.


Export a workflow template

  1. Open the workflow template in edit mode.
  2. Click Export.
  3. The template is saved as a .bpt file.

Import a workflow template

  1. Open another Bitrix24 account.
  2. Create a new workflow template.
  3. Click Import.
  4. Select the .bpt file.
  • Workflow templates can only be imported into the same document type.
    For example, you cannot export a template from CRM and import it into Lists.

  • When you import a workflow template, all related entity fields are transferred, even if the workflow does not use them.
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